Client billing portal to accept quotes and download bills

A client billing portal is a private space where customers deal with the money side of your work. In CIPHER CRM, clients view, accept or decline proposals and estimates, and look through invoices, credit notes and full payment history, with downloadable PDFs and receipts for each.

Yes. Clients can open any proposal or estimate you have sent them in the portal and choose to accept or decline it. The decision is recorded on the document in CIPHER CRM, so your team sees the answer and can move to the next step, such as turning it into an invoice.

The portal is for viewing invoices, credit notes, payment history and receipts, not for taking card payments. Clients pay you the way they already do, such as a bank transfer, and your team records the payment in CIPHER CRM. The balance, history and receipt then show in the portal.

Yes. CIPHER CRM creates a PDF receipt for every payment your team records. In the portal, clients see their full payment history and can download the receipt for any payment, so they do not need to ask your accounts team for a copy.

Yes. Credit notes you issue to a customer can be viewed in their portal, alongside their invoices and payment history. That helps clients understand why a balance is lower than the original bill, and they can download the PDF for their own records.

Each customer in CIPHER CRM has a set currency, and their documents are raised in the currency that applies. The PDFs and figures a client sees in the portal match the documents your team created for them, whatever currency you bill that customer in.

A public link shares one document through a loginless link. The billing portal sits behind the client's own login and gathers all their proposals, estimates, invoices, credit notes and payments in one place. CIPHER CRM offers both, so you can use whichever suits the moment.